BlueDrive Global Investors as of Dec. 31, 2019
Portfolio Holdings for BlueDrive Global Investors
BlueDrive Global Investors holds 10 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corporation (CMCSA) | 18.0 | $67M | 1.5M | 44.97 | |
| Booking Holdings (BKNG) | 17.0 | $64M | 31k | 2053.72 | |
| Amazon (AMZN) | 10.1 | $38M | 20k | 1847.84 | |
| Constellation Brands (STZ) | 8.6 | $32M | 170k | 189.75 | |
| Nomad Foods (NOMD) | 8.3 | $31M | 1.4M | 22.37 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 8.3 | $31M | 123k | 253.14 | |
| Wayfair (W) | 8.3 | $31M | 343k | 90.37 | |
| Expedia (EXPE) | 8.2 | $31M | 285k | 108.14 | |
| Take-Two Interactive Software (TTWO) | 7.6 | $29M | 234k | 122.43 | |
| Dollar Tree (DLTR) | 5.6 | $21M | 221k | 94.05 |
